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Name Holding Trade Value Shares
Change
Change in
Stake
VWM
2726
Vermillion Wealth Management
Minnesota
$18.4K -$23.7K -94 -55%
DMKJ
2727
David M. Knott Jr
$18.2K – – –
TIM
2728
Tortoise Investment Management
New York
$18K +$2.77K +11 +17%
AW
2729
Avion Wealth
Texas
$18K -$6.56K -26 -25%
GFWA
2730
Grey Fox Wealth Advisors
Delaware
$17.7K +$18.7K +74 New
LWMI
2731
Legacy Wealth Management (Idaho)
Idaho
$17.5K -$1.01K -4 -5%
AEPWM
2732
Atlantic Edge Private Wealth Management
Florida
$17.5K +$10.1K +40 +118%
Q1WB
2733
Quest 10 Wealth Builders
Virginia
$17.4K +$252 +1 +1%
CCM
2734
Cloud Capital Management
Washington
$17K +$18.2K +72 New
VWA
2735
Valued Wealth Advisors
Utah
$16.7K -$252 -1 -1%
BAM
2736
Bellevue Asset Management
Washington
$16.6K – – –
CJ
2737
Caitlin John
Michigan
$15.9K +$16.9K +67 New
BBPWM
2738
Blue Bell Private Wealth Management
Pennsylvania
$15.6K -$79.7K -316 -83%
DI
2739
DAGCO Inc
Ohio
$14.5K -$1.76K -7 -10%
WWA
2740
Wealth Watch Advisors
Colorado
$14.5K +$15.4K +61 New
TVWM
2741
Tower View Wealth Management
Wisconsin
$14.3K +$252 +1 +2%
BCM
2742
Berbice Capital Management
New York
$14.2K -$532K -2,110 -97%
ICM
2743
Islay Capital Management
Texas
$14.2K – – –
BFS
2744
Bare Financial Services
Pennsylvania
$14K +$1.51K +6 +11%
PP
2745
PFS Partners
New Jersey
$13.9K +$252 +1 +2%
KFP
2746
Kerr Financial Planning
California
$13.7K +$14.4K +57 New
MAS
2747
MPWM Advisory Solutions
Georgia
$13.5K – – –
IWM
2748
IMG Wealth Management
Florida
$13.5K – – –
SAM
2749
Sherman Asset Management
California
$12.3K -$70.9K -281 -84%
RWA
2750
Redmont Wealth Advisors
Illinois
$11.8K – – –